Cherry Tree Wealth Management
AAPL icon

Cherry Tree Wealth Management’s Apple AAPL Stock Holding History

Cherry Tree Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.23M Sell
12,696
-77
-0.6% -$24.7K 0.8% 40
2026
Q2 		$3.7M Sell
12,773
-323
-2% -$92.4K 0.7% 42
2026
Q1 		$3.32M Sell
13,096
-187
-1% -$48.7K 0.7% 41
2025
Q4 		$3.61M Buy
13,283
+247
+2% +$66.3K 0.76% 39
2025
Q3 		$3.32M Sell
13,036
-408
-3% -$92.2K 0.73% 41
2025
Q2 		$2.76M Sell
13,444
-332
-2% -$67K 0.64% 43
2025
Q1 		$3.06M Sell
13,776
-463
-3% -$107K 0.74% 36
2024
Q4 		$3.57M Buy
14,239
+255
+2% +$60.1K 0.88% 34
2024
Q3 		$3.26M Buy
13,984
+2
+0% +$447 0.77% 38
2024
Q2 		$2.94M Sell
13,982
-693
-5% -$129K 0.74% 37
2024
Q1 		$2.52M Sell
14,675
-279
-2% -$50.7K 0.63% 40
2023
Q4 		$2.88M Sell
14,954
-74
-0.5% -$13.7K 0.77% 33
2023
Q3 		$2.57M Sell
15,028
-318
-2% -$58.3K 0.75% 31
2023
Q2 		$2.98M Buy
+15,346
New +$2.67M 0.87% 27

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cherry Tree Wealth Management's AAPL Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Apple (AAPL) stake by 0.6% in Q3 2026, selling an estimated $24.7K and leaving 12,696 shares worth $4.23M. The position accounts for 0.8% of the portfolio, ranked #40.

Cherry Tree Wealth Management first reported a position in AAPL in Q2 2023 and has held it in 14 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cherry Tree Wealth Management held 12,696 shares of Apple worth $4.23M as of Q3 2026.
  • Cherry Tree Wealth Management sold 77 Apple shares in Q3 2026, an estimated $24.7K.
  • Apple made up 0.8% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Cherry Tree Wealth Management first reported a position in Apple in Q2 2023 and has held it in 14 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.